Orion Advisor Solutions Billing/Fee Collection API
The Billing/FeeCollection API from Orion Advisor Solutions — 10 operation(s) for billing/feecollection.
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OpenAPI Specification
openapi: 3.2.0
info:
version: V1
title: Orion Connect Billing/Fee Collection API
x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Billing/FeeCollection
paths:
/v1/Billing/FeeCollection/{id}:
delete:
tags:
- Billing/FeeCollection
operationId: FeeCollection_DeleteFeeCollectionInstanceAsync
parameters:
- name: id
in: path
required: true
schema:
type: integer
format: int32
- name: ct
in: header
required: true
responses:
'200':
description: OK
content:
text/plain:
schema:
type: integer
format: int32
application/json:
schema:
type: integer
format: int32
text/json:
schema:
type: integer
format: int32
application/xml:
schema:
type: integer
format: int32
text/xml:
schema:
type: integer
format: int32
multipart/form-data:
schema:
type: integer
format: int32
security:
- Authorization: []
summary: Fee collection delete fee collection instance async
x-summary-source: derived
/v1/Billing/FeeCollection/{id}/Action/BluePay:
post:
tags:
- Billing/FeeCollection
summary: Sent payment information to bluepay
description: 'Sample Request
POST 123/Action/BluePay
[
1123,
1145
]'
operationId: FeeCollection_SendPaymentsToBluePayAsync
parameters:
- name: id
in: path
description: The fee collection instance id
required: true
schema:
type: integer
format: int32
- name: processType
in: query
description: How the information will be processed
required: false
schema:
type: string
enum:
- None
- FeeFile
- Check
- CreditCard
- ACH
- Special
default: 0
responses:
'200':
description: OK
content:
text/plain:
schema:
type: object
application/json:
schema:
type: object
text/json:
schema:
type: object
multipart/form-data:
schema:
type: object
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
items:
type: integer
format: int32
type: array
application/json:
schema:
items:
type: integer
format: int32
type: array
text/json:
schema:
items:
type: integer
format: int32
type: array
application/x-www-form-urlencoded:
schema:
items:
type: integer
format: int32
type: array
multipart/form-data:
schema:
items:
type: integer
format: int32
type: array
description: List of payment ids
required: true
/v1/Billing/FeeCollection/{id}/Action/FeeFiles:
post:
tags:
- Billing/FeeCollection
operationId: FeeCollection_GenerateFeeFilesAsync
parameters:
- name: id
in: path
required: true
schema:
type: integer
format: int32
- name: ct
in: header
required: true
responses:
'200':
description: OK
content:
text/plain:
schema:
type: integer
format: int32
application/json:
schema:
type: integer
format: int32
text/json:
schema:
type: integer
format: int32
application/xml:
schema:
type: integer
format: int32
text/xml:
schema:
type: integer
format: int32
multipart/form-data:
schema:
type: integer
format: int32
security:
- Authorization: []
summary: Fee collection generate fee files async
x-summary-source: derived
/v1/Billing/FeeCollection/{id}/Action/Payments:
post:
tags:
- Billing/FeeCollection
summary: Fee collection post payments async
operationId: FeeCollection_PostPaymentsAsync
parameters:
- name: id
in: path
required: true
schema:
type: integer
format: int32
- name: ct
in: header
required: true
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
type: integer
format: int32
type: array
application/json:
schema:
items:
type: integer
format: int32
type: array
text/json:
schema:
items:
type: integer
format: int32
type: array
application/xml:
schema:
items:
type: integer
format: int32
type: array
text/xml:
schema:
items:
type: integer
format: int32
type: array
multipart/form-data:
schema:
items:
type: integer
format: int32
type: array
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
items:
type: integer
format: int32
type: array
application/json:
schema:
items:
type: integer
format: int32
type: array
text/json:
schema:
items:
type: integer
format: int32
type: array
application/x-www-form-urlencoded:
schema:
items:
type: integer
format: int32
type: array
multipart/form-data:
schema:
items:
type: integer
format: int32
type: array
required: true
x-summary-source: derived
/v1/Billing/FeeCollection/{id}/Action/Refresh:
post:
tags:
- Billing/FeeCollection
operationId: FeeCollection_UpdateInstanceDetailsAsync
parameters:
- name: id
in: path
required: true
schema:
type: integer
format: int32
responses:
'200':
description: OK
content:
text/plain:
schema:
type: integer
format: int32
application/json:
schema:
type: integer
format: int32
text/json:
schema:
type: integer
format: int32
application/xml:
schema:
type: integer
format: int32
text/xml:
schema:
type: integer
format: int32
multipart/form-data:
schema:
type: integer
format: int32
security:
- Authorization: []
summary: Fee collection update instance details async
x-summary-source: derived
/v1/Billing/FeeCollection/{id}/Details:
get:
tags:
- Billing/FeeCollection
operationId: FeeCollection_GetDetails
parameters:
- name: id
in: path
required: true
schema:
type: integer
format: int32
- name: payType
in: query
required: false
schema:
type: string
enum:
- None
- FeeFile
- Check
- CreditCard
- ACH
- Special
- name: status
in: query
required: false
schema:
type: string
enum:
- NotSent
- Sent
- Paid
- Error
- ValidationRequired
- Rollback
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectDetailDto'
xml:
name: BillFeeCollectDetailDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectDetailDto'
xml:
name: BillFeeCollectDetailDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectDetailDto'
xml:
name: BillFeeCollectDetailDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectDetailDto'
xml:
name: BillFeeCollectDetailDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectDetailDto'
xml:
name: BillFeeCollectDetailDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectDetailDto'
xml:
name: BillFeeCollectDetailDto
wrapped: true
type: array
security:
- Authorization: []
summary: Fee collection get details
x-summary-source: derived
/v1/Billing/FeeCollection/{id}/Details/Counts:
get:
tags:
- Billing/FeeCollection
operationId: FeeCollection_GetCounts
parameters:
- name: id
in: path
required: true
schema:
type: integer
format: int32
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectDetailCountDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectDetailCountDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectDetailCountDto'
application/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectDetailCountDto'
text/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectDetailCountDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectDetailCountDto'
security:
- Authorization: []
summary: Fee collection get counts
x-summary-source: derived
/v1/Billing/FeeCollection/{id}/Details/PayMethod/Counts:
get:
tags:
- Billing/FeeCollection
operationId: FeeCollection_GetPaymethodCounts
parameters:
- name: id
in: path
required: true
schema:
type: integer
format: int32
- name: status
in: query
required: false
schema:
type: string
enum:
- NotSent
- Sent
- Paid
- Error
- ValidationRequired
- Rollback
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectDetailPaymentCountDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectDetailPaymentCountDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectDetailPaymentCountDto'
application/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectDetailPaymentCountDto'
text/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectDetailPaymentCountDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectDetailPaymentCountDto'
security:
- Authorization: []
summary: Fee collection get paymethod counts
x-summary-source: derived
/v1/Billing/FeeCollection/Instance:
post:
tags:
- Billing/FeeCollection
operationId: FeeCollection_CreateInstanceAsync
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectInstanceDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectInstanceDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectInstanceDto'
application/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectInstanceDto'
text/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectInstanceDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectInstanceDto'
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectGeneratorDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectGeneratorDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectGeneratorDto'
application/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectGeneratorDto'
text/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectGeneratorDto'
application/x-www-form-urlencoded:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectGeneratorDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectGeneratorDto'
required: true
summary: Fee collection create instance async
x-summary-source: derived
/v1/Billing/FeeCollection/Instances:
get:
tags:
- Billing/FeeCollection
summary: Returns fee collection instance list
description: 'Sample Request
GET /Billing/FeeCollection/Instances
Sample Response
[
{
"id": 2,
"description": "test",
"createdDate": "2023-05-23",
"createdBy": "angelika.lagera",
"startDate": "2023-05-01",
"endDate": "2023-05-23"
}
]'
operationId: FeeCollection_GetInstances
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectInstanceDto'
xml:
name: BillFeeCollectInstanceDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectInstanceDto'
xml:
name: BillFeeCollectInstanceDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectInstanceDto'
xml:
name: BillFeeCollectInstanceDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectInstanceDto'
xml:
name: BillFeeCollectInstanceDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectInstanceDto'
xml:
name: BillFeeCollectInstanceDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFeeCollectInstanceDto'
xml:
name: BillFeeCollectInstanceDto
wrapped: true
type: array
security:
- Authorization: []
components:
schemas:
OAS.WebApi.DTO.Billing.BillFeeCollectDetailPaymentCountDto:
properties:
consolidatedFeeFileTotal:
type: integer
format: int32
consolidatedCreditCardTotal:
type: integer
format: int32
consolidatedCheckPayTotal:
type: integer
format: int32
consolidatedACHTotal:
type: integer
format: int32
consolidateSpecialTotal:
type: integer
format: int32
xml:
name: BillFeeCollectDetailPaymentCountDto
type: object
OAS.WebApi.DTO.Billing.BillFeeCollectDetailDto:
properties:
id:
type: integer
format: int32
billFeeCollectInstanceId:
type: integer
format: int32
accountId:
type: integer
format: int32
alClientId:
type: integer
format: int32
clientId:
type: integer
format: int32
clientName:
type: string
initialAmount:
type: number
format: double
balanceDue:
type: number
format: double
status:
type: string
enum:
- NotSent
- Sent
- Paid
- Error
- ValidationRequired
- Rollback
error:
type: string
billPayType:
type: string
enum:
- FeeFile
- Indirect
- Check
- ACH
- NonManaged
- CreditCard
- Special
- NoFee
personalClientName:
type: string
custodianCode:
type: string
fundName:
type: string
xml:
name: BillFeeCollectDetailDto
type: object
OAS.WebApi.DTO.Billing.BillFeeCollectInstanceDto:
properties:
id:
type: integer
format: int32
description:
type: string
createdDate:
type: string
format: date-time
createdBy:
type: string
startDate:
type: string
format: date-time
endDate:
type: string
format: date-time
xml:
name: BillFeeCollectInstanceDto
type: object
OAS.WebApi.DTO.Billing.BillFeeCollectDetailCountDto:
properties:
consolidatedFeeCollectionTotal:
type: integer
format: int32
consolidatedFeeCollectionSent:
type: integer
format: int32
consolidatedFeeCollectionNotSent:
type: integer
format: int32
consolidatedFeeCollectionPaid:
type: integer
format: int32
consolidatedFeeCollectionErrored:
type: integer
format: int32
consolidatedFeeCollectionValidation:
type: integer
format: int32
xml:
name: BillFeeCollectDetailCountDto
type: object
OAS.WebApi.DTO.Billing.BillFeeCollectGeneratorDto:
properties:
startDate:
type: string
format: date-time
endDate:
type: string
format: date-time
description:
type: string
databases:
items:
type: integer
format: int32
type: array
custodians:
items:
type: integer
format: int32
type: array
fundFamilies:
items:
type: integer
format: int32
type: array
isFinancialPlanningFee:
type: boolean
xml:
name: BillFeeCollectGeneratorDto
type: object
securitySchemes:
Authorization:
type: apiKey
description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
name: Authorization
in: header